Strive
ASST on Nasdaq. Market value $57m.
Should I look at this?
We have not checked this company yet
This is not advice.
Who owns it
None of the long-term investors we follow own it. 171 funds in all.
Largest holders overall
- FMR$108mAdded
- BlackRock$57mAdded
- Capital International Investors$33mAdded
- Geode Capital Management$32mAdded
- Vanguard Capital Management$30mAdded
- Goldman Sachs Group$23mAdded
- State Street$16mAdded
- Morgan Stanley$16mCut
- Susquehanna International Group, LLP$13mAdded
- UBS Group AG$11mCut
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
11 investors own more than 5%.
- FMR LLCPassive investorat least 13.8%+1.7 pts(filed with 1 related holder)Since 30 June 2026
- Alyeska Investment Group, L.P.Passive investorat least 10.0%(filed with 2 related holders)Since 30 September 2025
- Kenneth GriffinPassive investorat least 7.6%+2.4 pts(filed with 6 related holders)Since 30 June 2026
- Vivek RamaswamyPassive investorat least 6.6%−1.0 pts(filed with 1 related holder)Since 24 August 2026
- BlackRock, Inc.Passive investor6.1%Since 31 March 2026
- JANE STREET GROUP, LLCPassive investorat least 6.0%+0.9 pts(filed with 2 related holders)Since 30 June 2026
- Anson Funds Management LPPassive investorat least 5.9%−4.0 pts(filed with 5 related holders)Since 31 March 2026
- Graham Capital Management, L.P.Passive investorat least 4.2%−5.5 pts(filed with 4 related holders)Since 14 November 2025
- YA II PN, Ltd.Passive investorat least 3.6%−6.3 pts(filed with 7 related holders)Since 31 December 2025
- Anson FrericksInsider or founderat least 3.5%(filed with 3 related holders)Since 12 September 2025
What they said
The Reporting Persons acquired the securities reported herein as a result of or in connection with the Merger. As of the date hereof, the Reporting Persons control a majority of the voting power of the Issuer, have the power to designate a majority of the board of directors of…
Read the filing - MMCAP International Inc. SPCPassive investorat least 3.1%−6.6 pts(filed with 1 related holder)Since 31 December 2025
- Healthcare of Ontario Pension Plan Trust FundPassive investorSold down below 5%Since 31 December 2025
- Ramaswamy 2021 Irrevocable TrustInsider or founderSold down below 5%Since 20 April 2026
What they said
Item 4 of the Schedule 13D is hereby amended and supplemented as follows: The disclosures set forth in Item 1 above and Item 6 below regarding the termination of the Shareholders Agreement and the resulting dissolution of the group are incorporated by reference into this Item 4.…
Read the filing - Millennium Management LLCPassive investorSold down below 5%Since 31 December 2025
- Arman SarkhaniPassive investorSold down below 5%Since 12 September 2025
- G1 Execution Services, LLCPassive investorSold down below 5%Since 30 September 2025
- Jane Street Options, LLCPassive investorSold down below 5%Since 31 March 2026
- STEADFAST CAPITAL MANAGEMENT LPPassive investorSold down below 5%Since 30 September 2025
| Holder | Stake | Since | |
|---|---|---|---|
FMR LLC Passive investor | at least 13.8%+1.7 pts (filed with 1 related holder) | 30 June 2026 | |
Alyeska Investment Group, L.P. Passive investor | at least 10.0% (filed with 2 related holders) | 30 September 2025 | |
Kenneth Griffin Passive investor | at least 7.6%+2.4 pts (filed with 6 related holders) | 30 June 2026 | |
Vivek Ramaswamy Passive investor | at least 6.6%−1.0 pts (filed with 1 related holder) | 24 August 2026 | |
BlackRock, Inc. Passive investor | 6.1% | 31 March 2026 | |
JANE STREET GROUP, LLC Passive investor | at least 6.0%+0.9 pts (filed with 2 related holders) | 30 June 2026 | |
Anson Funds Management LP Passive investor | at least 5.9%−4.0 pts (filed with 5 related holders) | 31 March 2026 | |
Graham Capital Management, L.P. Passive investor | at least 4.2%−5.5 pts (filed with 4 related holders) | 14 November 2025 | |
YA II PN, Ltd. Passive investor | at least 3.6%−6.3 pts (filed with 7 related holders) | 31 December 2025 | |
Anson Frericks Insider or founder | at least 3.5% (filed with 3 related holders) | 12 September 2025 | What they saidThe Reporting Persons acquired the securities reported herein as a result of or in connection with the Merger. As of the date hereof, the Reporting Persons control a majority of the voting power of the Issuer, have the power to designate a majority of the board of directors of… Read the filing |
MMCAP International Inc. SPC Passive investor | at least 3.1%−6.6 pts (filed with 1 related holder) | 31 December 2025 | |
Healthcare of Ontario Pension Plan Trust Fund Passive investor | Sold down below 5% | 31 December 2025 | |
Ramaswamy 2021 Irrevocable Trust Insider or founder | Sold down below 5% | 20 April 2026 | What they saidItem 4 of the Schedule 13D is hereby amended and supplemented as follows: The disclosures set forth in Item 1 above and Item 6 below regarding the termination of the Shareholders Agreement and the resulting dissolution of the group are incorporated by reference into this Item 4.… Read the filing |
Millennium Management LLC Passive investor | Sold down below 5% | 31 December 2025 | |
Arman Sarkhani Passive investor | Sold down below 5% | 12 September 2025 | |
G1 Execution Services, LLC Passive investor | Sold down below 5% | 30 September 2025 | |
Jane Street Options, LLC Passive investor | Sold down below 5% | 31 March 2026 | |
STEADFAST CAPITAL MANAGEMENT LP Passive investor | Sold down below 5% | 30 September 2025 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 4 insiders bought $1m of shares on the open market. 6 sold $3m.
- Pham BenjaminChief Financial Officer, DirectorSold
- Date
- 5 October 2026
- Shares
- 4,209
- Price
- $31.33
- Value
- $131,886
- Cole Matthew RyanChief Executive Officer, DirectorSold
- Date
- 5 October 2026
- Shares
- 58,789
- Price
- $31.33
- Value
- $2m
- MACEY JONATHAN RDirectorSold
- Date
- 5 October 2026
- Shares
- 6,700
- Price
- $30.32
- Value
- $203,144
- Lavish JamesDirectorSold
- Date
- 5 October 2026
- Shares
- 6,000
- Price
- $30.75
- Value
- $184,530
- Beirne Brian LoganChief Legal Officer, DirectorSold
- Date
- 5 October 2026
- Shares
- 20,077
- Price
- $31.33
- Value
- $629,099
- Sarkhani ArshiaChief Marketing Officer, DirectorSold
- Date
- 5 October 2026
- Shares
- 5,634
- Price
- $31.33
- Value
- $176,537
- Rochard PierreDirectorBought
- Date
- 14 August 2026
- Shares
- 15,900
- Price
- $12.54
- Value
- $199,386
- Pham BenjaminChief Financial Officer, DirectorBought
- Date
- 18 February 2026
- Shares
- 6,214
- Price
- $8.06
- Value
- $50,084
- Pham BenjaminChief Financial Officer, DirectorBought
- Date
- 17 February 2026
- Shares
- 7,900
- Price
- $8.23
- Value
- $65,019
- Beirne Brian LoganChief Legal Officer, DirectorBought
- Date
- 13 February 2026
- Shares
- 11,500
- Price
- $8.73
- Value
- $100,395
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 5 October 2026 | Pham Benjamin Chief Financial Officer, Director | Sold | 4,209 | $31.33 | $131,886 |
| 5 October 2026 | Cole Matthew Ryan Chief Executive Officer, Director | Sold | 58,789 | $31.33 | $2m |
| 5 October 2026 | MACEY JONATHAN R Director | Sold | 6,700 | $30.32 | $203,144 |
| 5 October 2026 | Lavish James Director | Sold | 6,000 | $30.75 | $184,530 |
| 5 October 2026 | Beirne Brian Logan Chief Legal Officer, Director | Sold | 20,077 | $31.33 | $629,099 |
| 5 October 2026 | Sarkhani Arshia Chief Marketing Officer, Director | Sold | 5,634 | $31.33 | $176,537 |
| 14 August 2026 | Rochard Pierre Director | Bought | 15,900 | $12.54 | $199,386 |
| 18 February 2026 | Pham Benjamin Chief Financial Officer, Director | Bought | 6,214 | $8.06 | $50,084 |
| 17 February 2026 | Pham Benjamin Chief Financial Officer, Director | Bought | 7,900 | $8.23 | $65,019 |
| 13 February 2026 | Beirne Brian Logan Chief Legal Officer, Director | Bought | 11,500 | $8.73 | $100,395 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
None of the serious warning signs we check for were found. 1 thing worth knowing.
We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.
We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 19 Mar 2026, plus the 10-Q filed 10 Aug 2026 and 36 later 8-Ks.
Changed auditor
Worth knowingThe company changed its auditor (the firm that checks its books) in the last two years.
“On the Closing Date, it was determined that WWC would be dismissed and KPMG would serve as the independent registered public accounting firm for the Company beginning with the fiscal year ending December 31, 2025.”
From an 8-K filed 15 September 2025: Change of auditor. Read it in the filing
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.